We are live on ! Find out more
DLS icon

WisdomTree International SmallCap Dividend Fund

144 hedge funds and large institutions have $546M invested in WisdomTree International SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $476M → $546M (+$69.7M)

7% more funds holding

Funds holding: 134144 (+10)

0.71% more ownership

Funds ownership: 37.17%37.87% (+0.71%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $215K

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
3.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
19
Increased
64
Reduced
31
Closed
8
Calls
Puts
$215K
Net Calls
-$215K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$4.12M +$282K +4,118 +7%
M&T Bank
27
M&T Bank
New York
$3.99M -$592K -8,648 -13%
CAI
28
Capital Advisors Inc
Oklahoma
$3.94M +$2.17M +31,651 +127%
LPL Financial
29
LPL Financial
California
$3.9M +$254K +3,710 +7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.46M +$207K +3,018 +6%
FT
31
Fiduciary Trust
Massachusetts
$3.37M -$28.7K -419 -0.9%
SC
32
Stratford Consulting
Texas
$3.26M -$17.4K -254 -0.5%
AI
33
Atria Investments
North Carolina
$3M +$192K +2,810 +7%
OCM
34
One Capital Management
California
$2.97M -$97.4K -1,424 -3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.73M -$87.7K -1,282 -3%
TCM
36
Telos Capital Management
California
$2.67M +$95.3K +1,393 +4%
CT
37
Coastline Trust
Rhode Island
$2.55M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.55M -$819K -11,973 -25%
Ameriprise
39
Ameriprise
Minnesota
$2.4M +$327K +4,784 +16%
APSP
40
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.32M +$156K +2,286 +7%
CAL
41
Capital Analysts LLC
Pennsylvania
$2.06M +$115K +1,676 +6%
MWM
42
Marietta Wealth Management
Georgia
$1.91M +$151K +2,213 +9%
PA
43
Parkside Advisors
California
$1.86M -$44.3K -647 -2%
UCFA
44
United Capital Financial Advisors
Texas
$1.78M -$94.6K -1,383 -5%
NFG
45
Nations Financial Group
Iowa
$1.56M -$14.7K -215 -0.9%
RJA
46
Raymond James & Associates
Florida
$1.33M +$311K +4,541 +31%
TIM
47
Tortoise Investment Management
New York
$1.31M -$68.4K -1,000 -5%
GW
48
GW & Wade
Massachusetts
$1.2M +$222K +3,245 +23%
SAM
49
SignalPoint Asset Management
Missouri
$1.16M +$4.31K +63 +0.4%
NCM
50
Neumann Capital Management
California
$1.12M +$1.11M +16,156 New